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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,177 | $106,524+10.9% | $152,301-22.4% | $87,485+35.1% |
| Participation rate | 93.2% | 75.8%+17.5pp | 82.4%+10.8pp | 68.9%+24.3pp |
| Annual return | 15.09% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-11.0pp |
| Employer contribution / active EE | $5,444 | $3,371+61.5% | $4,624+17.7% | $2,596+109.7% |
| Participant deferral / active EE | $11,952 | $6,525+83.2% | $8,004+49.3% | $4,274+179.7% |
| Admin fee / account holder | $679 | $8,287-91.8% | $14,398-95.3% | $7,775-91.3% |